Whipplewood Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,823 shares of the company’s stock, valued at approximately $175,000.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Lowe Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after acquiring an additional 675 shares in the last quarter. Claro Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $205,000. IFP Advisors Inc raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 956.2% during the fourth quarter. IFP Advisors Inc now owns 3,475 shares of the company’s stock valued at $216,000 after purchasing an additional 3,146 shares in the last quarter. MCIA Inc bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $230,000. Finally, Monterey Private Wealth Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $227,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 1.2 %
JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $61.67 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.81. The company’s 50-day moving average price is $62.73 and its 200-day moving average price is $61.81. The company has a market cap of $667.89 million, a PE ratio of 24.88 and a beta of 0.56.
About JPMorgan Hedged Equity Laddered Overlay ETF
The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential.
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